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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,896 | $67,602+87.7% | $82,312+54.2% | $70,126+81.0% |
| Participation rate | 89.2% | 72.8%+16.4pp | 76.9%+12.3pp | 69.5%+19.6pp |
| Annual return | 14.00% | 21.57%-7.6pp | 25.88%-11.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,191 | $2,987-60.1% | $3,706-67.9% | $3,332-64.3% |
| Admin fee / account holder | $11,172 | $4,512+147.6% | $5,608+99.2% | $4,645+140.5% |